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- Work with Me

Blake Wealth Management

Blake Wealth Management is a retirement and tax planning firm dedicated to helping women over the age of 55 live the retirement you deserve. We currently serve approximately 70 households in multiple states around the country. We are located in McKinney, Texas.

Eric Blake, host of the Simply Retirement Podcast, is also the Founder and Lead Financial Planner of Blake Wealth Management.

Eric's Story.

Yes! We do work with couples... BUT! It is imperative that both spouses are fully involved in the retirement planning process.

To show you exactly how we can help (before you pay us a single dollar!), we offer a Free Retirement & Tax Analysis. What we call, your own Simply Retirement Roadmap™.

This analysis will provide you with answers to three BIG questions:

  • How can you coordinate retirement withdrawals & maximize income?
  • What can you do to lower your tax bill now and in retirement?
  • How can your investments be optimized?

The very first step is a complimentary 15-min introductory phone call.

This call will give us both a chance to make sure your situation matches our expertise.

Retirement is not the end of the road. It is the start of a new journey.